Liberty Bank
Middletown, CT FDIC 17943 $5B-$10B
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 0.26% +0.42 -0.16%
Return on Equity (%) 1.97% +3.19 -1.22%
Net Interest Margin (%) 3.44% +0.10 3.34%
Efficiency Ratio (%) 76.36% +0.36 75.99%
Pre-Provision Profit ($M) $21 +2.45 $18
Cost of Funds (%) 1.64% +0.02 1.62%
Balance Sheet
Total Assets ($M) $9,017 +833.12 $8,184
Gross Loans ($M) $7,032 +815.79 $6,216
Loan Growth YoY (%) 97.44% +5.91 91.53%
Total Deposits ($M) $7,129 +419.49 $6,710
Shareholders Equity ($M) $1,175 +91.76 $1,083
Tang. Book Value ($M) $1,110 +92.32 $1,017
TBV excl. AOCI ($M)** $1,179 +93.48 $1,085
Loan / Deposit Ratio (%) 97.44% +5.91 91.53%
Credit Quality
NPA / Total Assets (%) 0.30% -0.12 0.42%
Allowance / Loans (%) 1.21% 0.01% 1.20%
Net Charge-Off Ratio (%) 0.38% -0.17 0.55%
Capital
Tier 1 Capital Ratio (%) 13.69% -0.36 14.05%
Noninterest income ($14.88M) is materially above the typical range relative to net interest income. This may include one-time items. Efficiency ratio may not reflect recurring earnings power.
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▆▅▃▁▃██▇ Net Interest Margin (%) 3.43% 3.41% 3.38% 3.34% 3.38% 3.46% 3.45% 3.44%
▇█▇▁▇██▃ Return on Assets (%) 0.88% 1.00% 0.80% -0.16% 0.82% 1.10% 0.99% 0.26%
▁▁▅█▆▃▄█ Efficiency Ratio (%) 68.9% 69.6% 72.8% 76.0% 73.7% 71.0% 72.5% 76.4%
▂█▅▁▁▄▃▂ Cost of Funds (%) 1.65% 1.84% 1.74% 1.62% 1.61% 1.72% 1.67% 1.64%
███▄▂▂▁▁ NPA / Assets (%) 0.54% 0.52% 0.52% 0.42% 0.34% 0.33% 0.31% 0.30%
██▅▄▂▂▁▁ Net Charge-Off Ratio (%) 0.72% 0.70% 0.58% 0.55% 0.44% 0.43% 0.40% 0.38%
▁▃▂▃▅███ Tang. Book Value ($M) $982 $1,022 $1,013 $1,017 $1,054 $1,094 $1,108 $1,110
▁▁▂▃▅▆██ Gross Loans ($M) $5,877 $5,953 $6,125 $6,216 $6,474 $6,648 $6,985 $7,032
▁▂▃▅▅▆▇█ Total Deposits ($M) $6,286 $6,421 $6,512 $6,710 $6,781 $6,905 $6,949 $7,129
Portfolio Composition — Q1'26
Loan Mix%
Real Estate81%
C&I / Commercial16%
Consumer3%
Deposit Mix%
Nonint.-Bearing Demand24%
Interest-Bearing (core)69%
Brokered / Other6%
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